Planning Capital Management Corporation’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Planning Capital Management Corporation’s Portfolio NOBL Stock Details NOBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$186K	Buy	3,478 +1,872	+117%	+$95K	0.12%	91
2024 Q2	$77.1K	Buy	1,606 +996	+163%	+$48.8K	0.05%	159
2024 Q1	$30.9K	Buy	610 +150	+33%	+$7.23K	0.02%	231
2023 Q4	$21.9K	Buy	+460	New	+$20.6K	0.02%	276

Other funds holding NOBL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Planning Capital Management Corporation's NOBL Position: Q3 2024 in Review

Planning Capital Management Corporation increased its ProShares S&P 500 Dividend Aristocrats ETF (NOBL) stake by 117% in Q3 2024, buying an estimated $95K and bringing the position to 3,478 shares worth $186K. The position accounts for 0.12% of the portfolio, ranked #91.

Planning Capital Management Corporation first reported a position in NOBL in Q4 2023 and has held it in 4 quarters since. 745 funds tracked by Wall St. Rank hold NOBL as of Q3 2024.

Planning Capital Management Corporation held 3,478 shares of ProShares S&P 500 Dividend Aristocrats ETF worth $186K as of Q3 2024.
Planning Capital Management Corporation bought 1,872 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2024, an estimated $95K.
ProShares S&P 500 Dividend Aristocrats ETF made up 0.12% of Planning Capital Management Corporation's portfolio in Q3 2024, its #91 holding.
Planning Capital Management Corporation first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2023 and has held it in 4 quarters since.
745 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.